Monday, August 26, 2013

Stocks DD Cites: Taro Pharma is the Number 1 Generic Dermatology Firm in the USA


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Yes, It is official! Buried down under in a filing late last week, Taro, nonchalantly confirmed that it is now the Number 1 Generic Dermatology firm in the USA in Sales. Shareholders it is time to celebrate and be proud of this. You own an unique, invaluable asset in the market place: A Market Leader in a fundamentally favorable, limited competition business. 

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Tuesday, August 20, 2013

Stocks DD Cites: Ackman's Quarterly Letter to Investors


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Other than a few-pages-long diatribe on Herbalife (BTW, we don't recommend going short or going long Herbalife for reasons articulated in our prior posts. We think on either side the investment carries enormous uncertainty and risks), an admission of mistake on JCPenney, we don't see much in this letter. He barely mentions APD which is disappointing. Market would have loved to see what his APD thesis was. It does appear he thinks it APD fairly valued considering the present price.  He says: "In other words, we believe that we are paying a fair price for the Company as-operated, and a bargain price if we can successfully effectuate change". He does not specifically state what changes he is talking.


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Saturday, August 17, 2013

Stocks DD Cites: Bill Ackman's Interview with Charlie Rose


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http://www.charlierose.com/watch/60253956

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Thursday, August 15, 2013

Stocks DD Cites: Perrigo's 2014 Rx Guidance


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Sunday, August 4, 2013

Stocks DD Opines: Seeking Alpha Article: Bluemountain Nominates Two To Taro's Board and Why We're Bullish


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Thursday, August 1, 2013

Stocks DD Cites: Minority Shareholder Bluemountain Proposes 2 nominees to Taro Board


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Letter by Bluemountain that owns 1.5% of Taro

Excerpts from Bluemountain's Letter below

OT: Unlocking Shareholder Value
It is our belief that there exists a significant ongoing opportunity to create shareholder value at Taro through, among other best practices, refining of its business strategy, evaluating an optimal capital structure and the use of Taro's growing cash balance, implementing more robust capital markets and shareholder communications, and ensuring that all strategic options are considered on an arm's length basis.
We continue to expend considerable time and resources to explore all avenues available to ensure that value is maximized for all shareholders of Taro. We will continue to do so as necessary.  To this end, we have nominated the following individuals, whom we believe bring the requisite industry, operational, strategic and financial experience to execute the duties of External Director in a manner consistent with the letter and spirit of the Companies Law.

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